I ran the Tax Schedule report in Quicken Classic Deluxe on a Windows 10 PC and found a weird anomaly.
I ran the report to isolate each individual tax item (i.e. charity, property tax, etc.) by clearing all the available categories and then only selecting the category I wanted for that report, i.e. charity, property tax, etc. Also, all transfers are excluded.
When I ran the reports, my payment for my Long Term Care policy (categorized as medical and assigned to tax line in Schedule A as medical) showed up in all the reports even though no medical categories were selected. Also, if I ran the reports for earlier years, the same thing happened. The LTC payment for that earlier year showed up in that earlier year’s report; again, even if no medical categories were selected.
I then validated the file and reran the reports, but the problem still persists.
I then changed the LTC policy category from a subcategory of medical to a subcategory of insurance (leaving the tax line assignment on Schedule A as medical) and then the various reports by category (i.e. charity, property tax) worked fine, including for prior years.
However, I would much prefer to have the LTC payments as a subcategory of medical, not insurance, but I can not figure out how to make the individual category by category tax schedule reports not show the LTC policy if the LTC policy is a medical subcategory, even when that is not the category selected.
Any help would be appreciated
